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Earnings week

Earnings this week: Micron, Accenture, NIKE and Jabil lead the calendar

13 companies worth $5 billion or more report this week. Here is each one's EPS forecast, last year's figure and its last filed quarter.

The short version

  • 13 reporters worth $5B+; 80 companies in total.
  • Biggest: Micron (MU), Wednesday after the close.
Get the daily filings briefMovers, SEC filings and earnings before the open. Free.

Nasdaq's earnings calendar lists 80 companies reporting between Monday 28 September and Friday 2 October. Most are small, but 13 are worth $5 billion or more, and together those names cover chips, travel, consulting, consumer brands and food. Below, each company's consensus earnings forecast is compared with what it reported a year earlier, next to the last quarter it filed with the SEC.

MUMicron+992.3%
JBLJabil+23.7%
AYIAcuity+7.7%
FDSFactSet Research Systems+6.7%
KMXCarMax+6.2%
ACNAccenture+5.3%
JEFJefferies Financial-1.0%
CCLCarnival-4.9%
NKENIKE-10.2%
MKCMcCormick-11.8%
Consensus EPS vs. same quarter last year Source: Nasdaq (Zacks consensus)

Monday, 28 September

Jefferies Financial (JEF) reports after the close; the company is valued at $9.2B. Analysts expect EPS of $1.04 (2 estimates), against $1.05 a year ago (-1.0%). Its last filed quarter (ended 31 May 2026) showed revenue of $1.7B, +36.5% year over year. The stock is down 23.9% this year and down 11.2% over the past month.

Tuesday, 29 September

Carnival (CCL) reports before the open; the company is valued at $30.5B. Analysts expect EPS of $1.36 (7 estimates), against $1.43 a year ago (-4.9%). Its last filed quarter (ended 31 May 2026) showed revenue of $6.7B, +5.3% year over year. The stock is down 27.5% this year and down 10.6% over the past month.

CarMax (KMX) reports before the open; the company is valued at $8.1B. Analysts expect EPS of $0.68 (8 estimates), against $0.64 a year ago (+6.2%). Its last filed quarter (ended 31 May 2026) showed revenue of $8.0B, +6.2% year over year. The stock is up 46.4% this year and down 9.0% over the past month.

Wednesday, 30 September

Micron (MU) reports after the close; the company is valued at $1.2T. Analysts expect EPS of $31.24 (10 estimates), against $2.86 a year ago (+992%). Its last filed quarter (ended 28 May 2026) showed revenue of $41.5B, +346% year over year. The stock is up 269% this year and up 13.0% over the past month.

Jabil (JBL) reports before the open; the company is valued at $33.2B. Analysts expect EPS of $3.86 (4 estimates), against $3.12 a year ago (+23.7%). Its last filed quarter (ended 31 May 2026) showed revenue of $8.8B, +11.8% year over year. The stock is up 39.9% this year and up 5.8% over the past month.

FactSet Research Systems (FDS) reports before the open; the company is valued at $9.7B. Analysts expect EPS of $4.32 (7 estimates), against $4.05 a year ago (+6.7%). Its last filed quarter (ended 31 May 2026) showed revenue of $622.9M, +6.4% year over year. The stock is down 7.8% this year and down 13.4% over the past month.

Thursday, 1 October

Accenture (ACN) reports before the open; the company is valued at $117.6B. Analysts expect EPS of $3.19 (7 estimates), against $3.03 a year ago (+5.3%). Its last filed quarter (ended 31 May 2026) showed revenue of $18.7B, +5.6% year over year. The stock is down 35.0% this year and down 8.0% over the past month.

NIKE (NKE) reports after the close; the company is valued at $53.0B. Analysts expect EPS of $0.44 (12 estimates), against $0.49 a year ago (-10.2%). Its last filed quarter (ended 31 May 2026) showed revenue of $11.0B, -1.1% year over year. The stock is down 42.9% this year and down 8.1% over the past month.

McCormick (MKC) reports before the open; the company is valued at $12.9B. Analysts expect EPS of $0.75 (6 estimates), against $0.85 a year ago (-11.8%). Its last filed quarter (ended 31 May 2026) showed revenue of $1.9B, +16.7% year over year. The stock is down 28.9% this year and down 12.4% over the past month.

Acuity (AYI) reports before the open; the company is valued at $9.6B. Analysts expect EPS of $5.32 (4 estimates), against $4.94 a year ago (+7.7%). Its last filed quarter (ended 31 May 2026) showed revenue of $1.2B, +1.6% year over year. The stock is down 15.0% this year and down 8.7% over the past month.

How the reporters' shares have done

Going into their reports, the spread in share-price performance is wide: Micron is up 269% year to date, while NIKE is down 42.9%. Our full calendar, with every company over $1 billion, is on the earnings this week page.

MUMicron+269.3%
KMXCarMax+46.4%
JBLJabil+39.9%
FDSFactSet Research Systems-7.8%
AYIAcuity-15.0%
JEFJefferies Financial-23.9%
CCLCarnival-27.5%
MKCMcCormick-28.9%
ACNAccenture-35.0%
NKENIKE-42.9%
Year-to-date share price change, this week's larger reporters Source: Yahoo Finance daily closes

Figures: Nasdaq earnings calendar (Zacks consensus), SEC EDGAR XBRL, Yahoo Finance prices. Prices are closing prices unless marked.

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